Your filing instructions should print out with your return. Also...
An acceptable return has not been filed until all schedules required
by the department have been filed. Failing to provide required
schedules may not only delay the processing of your return, but
also subject you to late-filing penalties.
Assembling Your PA-40
Arrange your documents in the following order when submitting
your 2018 PA tax return:
• Original PA-40. Do not mail a photocopy of your PA-40 or a
copy of your electronic PA tax return.
• PA Schedule W-2S, or photocopies of your Form(s) W-2 (be
sure the information is legible), or your actual Form(s) W-2.
Use Part B of this schedule to list and total your other taxable
compensation. You must submit photocopies of your Form(s)
1099-R and other statements that show other compensation
and any PA tax withheld. NOTE: Do not include copies of
Form(s) 1099-DIV, and 1099-INT, unless the forms show PA
income tax withheld.
• PA Schedule OC, and the required supporting documents
when claiming any of the restricted tax credits that PA law
allows.
• PA Schedule(s) RK-1, PA Schedule(s) NRK-1. If you did not
receive PA schedules, then submit federal Schedule(s) K-1.
See Partnership, Limited Liability Company and PA S Corporation Partners, Members and Shareholders on Page 14.
• PA Schedule(s) G-L. If you are claiming a resident credit for
taxes paid to other states, include each schedule followed by
any required supporting documents for the schedule.
• All other required PA schedules and forms, including any
additional sheets you prepared.
IMPORTANT: Please include your name(s), Social Security
number(s), tax year, and a brief line reference to the PA-40
or PA-40 schedule for any additional sheets you include with
your return.
• All other required documents, including federal schedules
(where the instructions allow the use of federal schedules), that
explain the information you entered.
• Using PA Payment Voucher (Form PA-V) and payment. See
the instructions beginning on Page 23.
IMPORTANT: Do not staple your check or money order to
your Form PA-V or your PA-40 form. If you do not use a Form
PA-V, see the instructions on Page 24.
https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2018/2018_pa-40in....
